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Bristol Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Bristol Advisors’s Portfolio EEM Stock Details EEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-7,400
Closed -$289K – 46
2018
Q4 		$289K Buy
+7,400
New +$296K 0.35% 39

Other funds holding EEM

BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $20.4B AUM 28.71% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Bristol Advisors's EEM Position: Q1 2019 in Review

Bristol Advisors sold out of iShares MSCI Emerging Markets ETF (EEM) in Q1 2019, closing a stake of 7,400 shares — an estimated $289K sold.

Bristol Advisors first reported a position in EEM in Q4 2018 and held it in 1 quarter. The position peaked at $289K in Q4 2018. 1,225 funds tracked by Wall St. Rank hold EEM as of Q1 2019.

  • Bristol Advisors reported no remaining iShares MSCI Emerging Markets ETF position as of Q1 2019 after selling out during the quarter.
  • Bristol Advisors sold 7,400 iShares MSCI Emerging Markets ETF shares in Q1 2019, an estimated $289K.
  • Bristol Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q4 2018 and held it in 1 quarter.
  • Bristol Advisors's iShares MSCI Emerging Markets ETF position peaked at $289K in Q4 2018.
  • 1,225 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q1 2019.

Based on Bristol Advisors's 13F filing for Q1 2019, filed 29 Apr 2019.